SP
Sachin Padwal-DesaiFund Manager Since 8 Aug 2006
AllocationRetirement
Franklin India Pension Plan Direct Growth
3Y Annualised
10.26%
-0.26% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.13%
-0.26% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 1 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹492.42 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.03%
3% If redeemed before the age of 58 years; Nil if redeemed after the age of 58 years
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.54%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.54%
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Regular Growth
0.50%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
0.50%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.49%
39th
Franklin India Pension Plan Direct Growth
-1.13%
Fund Managers
AR
Anand RadhakrishnanFund Manager Since 6 Sept 2021
US
Umesh SharmaFund Manager Since 2 Jul 2010
RK
Rajasa KakulavarapuFund Manager Since 6 Sept 2021
About Franklin India Pension Plan Direct Growth
Franklin India Pension Plan Direct Growth is a Allocation mutual fund scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Franklin India Pension Plan Direct Growth has ₹492.42 Cr worth of assets under management (AUM) as of Sat Mar 15 2025. The latest Net Asset Value (NAV) of Franklin India Pension Plan Direct Growth as of Thu Mar 13 2025 is ₹223.2606. The fund has an expense ratio of 1.51%, which is medium comparable to most other Allocation funds.
Franklin India Pension Plan Direct Growth returns for the last 1 year are 7.33%. Since launch, it has delivered 10.20% average annual returns.
The Franklin India Pension Plan Direct Growth has the majority of its money invested in null, Financial Services sectors.
Top 5 Holdings of Franklin India Pension Plan Direct Growth.
- Small Industries Development Bank Of India: 10.91%
- Bajaj Housing Finance Limited: 5.45%
- Mahindra & Mahindra Financial Services Ltd: 5.40%
- Ongc Petro Additions Limited: 5.39%
- Rural Electrification Corporation Limited: 5.34%
AMC Information
| Name | Franklin Templeton Asst Mgmt(IND)Pvt Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| services@franklintempleton.com | |
| Phone | +91 22 - 67519100 |
| Website | https://www.franklintempletonindia.com |
| Address | One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai |
Tax Implications of Franklin India Pension Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Franklin India Equity Advantage Fund Direct Growth
EquityLarge & Mid-Cap
3Y CAGR
13.48%
expense ratio
1.33%
fund size
₹3121.12 Cr
Franklin India Liquid Growth
Money MarketLiquid
3Y CAGR
5.92%
expense ratio
0.86%
fund size
₹2388.43 Cr
Franklin India Money Market Fund Growth
Fixed IncomeMoney Market
3Y CAGR
6.69%
expense ratio
0.29%
fund size
₹2599.25 Cr
Franklin India Liquid Institutional Growth
Money MarketLiquid
3Y CAGR
6.33%
expense ratio
0.60%
fund size
₹2388.43 Cr
Franklin India Pension Plan Growth
AllocationRetirement
3Y CAGR
9.41%
expense ratio
2.27%
fund size
₹492.42 Cr
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